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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 242.41+5.0%3:59 PM EST
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To: FJB who wrote (2259)8/10/2002 8:27:42 PM
From: Kirk ©  Read Replies (1) of 25522
 
RE:

NVLS Q1 ended March 30, 2002 -63% YOY revenue decrease
LRCX Q1 ended March 31, 2002 -64% YOY revenue decrease
AMAT Q2 ended April 28, 2002 -46% YOY revenue decrease

Yeah, but what did they report for SEQUENTIAL quarterly revenue and what did they predict for the next quarter?

Since analysts are like CEO's and don't have a frigging clue what orders will be like 12 months from now... I don't pay much attention other than for humor. Morgan seems to have a great clue as to what WILL drive the market in the future and if he is right than orders, when there is money, will turn on like Niagra Falls when they finish working on the falls...i.e. a flood of water/orders.

It would seem silly to sell a $13 stock with the hope of buying it at $6 or $8 or even $10 when
-you expect it to be $30 in a year or two
..at best you Dollar cost average into the stock in steps from here if you don't already own it.
-orders are growing each quarter
-Companies have a deficit now of IT spending that will probably flood in once the purse strings are opened.
-New hiring... when the industry picks up again, more people will need more PCs, etc.

Then again, maybe we go back to notepads and tin cans with string? :)

Kirk
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